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QUOTO · FROM REQUEST TO SALES OUTCOME

The quote lifecycle

A quote does not end with a PDF. Quoto connects the customer’s request, your sales team’s work and follow-up in one workflow, keeping information together across emails, price lists and opportunities.

Customer email
Approved quote
Follow-up and closure

Every stage, under control.

From the first request to the outcome: what happens at each stage, what Quoto prepares and where your team steps in.

  1. The request arrives by email

    Your customer writes what they need. Quoto reads the request and organizes its information, so the sales team does not have to copy everything from scratch.

    • Identification of the customer, part numbers and quantities.
    • Collection of requirements such as delivery needs and specifications.
    • Review of missing or ambiguous information before proceeding.

    THE OUTCOME

    A structured request, ready to work on.

  2. The request becomes an opportunity

    The request enters your sales workflow with a customer, an owner and a history. The opportunity no longer lives only in one person’s inbox.

    • Connection to the customer and their sales history.
    • Organization of request data within the opportunity.
    • A shared status showing which quotes are pending and which are being prepared.

    THE OUTCOME

    A traceable opportunity with all information in one place.

  3. The draft quote is prepared

    Quoto builds the proposal using your company’s catalog and sales rules. The goal is not to invent prices, but to apply the ones you have defined consistently.

    • Matching requested items with catalog products.
    • Application of the price list, quantities and discount conditions.
    • An editable draft with related technical sheets where applicable.

    THE OUTCOME

    A draft aligned with your pricing and commercial terms.

  4. Your sales team reviews and approves

    Your team has the final say. Before anything reaches the customer, they check products, prices, terms and the proposal’s content.

    • Review of line items, quantities, discounts and conditions.
    • Adjustments for special cases and clarification of incomplete requests.
    • Explicit approval before sending anything to the customer.

    THE OUTCOME

    An offer validated by a person, not a message sent blindly.

  5. The customer receives the PDF quote

    The approved proposal becomes a professional document. Quoto prepares the PDF and the email reply, keeping them connected to the opportunity.

    • A branded PDF with products, prices and commercial terms.
    • Technical sheets and multilingual content where applicable.
    • A reply email ready for review and approved sending.

    THE OUTCOME

    A clear proposal for the customer, traceable by your team.

  6. The opportunity continues with follow-up

    The sales process continues after sending. Follow-up helps your team revisit open quotes, collect responses and move the conversation forward without starting over.

    • Review of open quotes and activities that need attention.
    • Preparation of a follow-up message in the context of the request.
    • Sales review and approval for subsequent customer communications too.

    THE OUTCOME

    An actively managed opportunity, not a PDF forgotten in sent mail.

  7. The sales outcome is recorded

    Accepted, under revision or not won: every quote needs a clear outcome. Your team keeps the history and knows which opportunities still need work.

    • Updating the opportunity status based on the customer’s response.
    • Revising the quote when quantities or terms change.
    • A history useful for the next request and the handover to your ERP.

    THE OUTCOME

    A complete sales cycle, from request to outcome.

Automation accelerates. Your team decides.

Quoto prepares and organizes the work. Customer-facing actions require sales approval: this applies to the quote, the sending email and follow-up messages.

Coming soon

After the quote, the next step.

We are extending the workflow beyond the sales opportunity, into purchasing and production. These features are coming soon and are not available yet.

Coming soon

Supplier purchase orders

The goal is to use the accepted quote’s data to prepare the required purchases without retyping items and quantities.

  • Preparation of the supplier purchase order.
  • Continuity between the customer quote and procurement needs.
  • Review of terms and approval by the purchasing owner.
Coming soon

Production orders

The goal is to carry approved sales information into the work to be produced, reducing manual handovers between sales and operations.

  • Preparation of a production order from a confirmed quote.
  • Transfer of approved products, quantities and specifications.
  • A connection to the production workflow defined with your company.

No release date has been announced. Operating details and integrations will be defined around the company’s actual workflow.

Your ERP stays at the center.

Whatever ERP you use, we assess its compatibility and design the connection that best fits your workflow. Quoto can work alongside it; structured exports and tailored integrations are defined after a technical assessment, without promising ready-made connectors.

Explore Quoto

Questions about the quote lifecycle

No. The workflow covers the email request, sales opportunity, draft quote, review, approved sending and follow-up through to the sales outcome.

No. Your sales team reviews and approves customer-facing actions, including the quote and follow-up messages.

No. Supplier purchase orders and production orders are coming soon. No release date has been announced.

No. We assess compatibility with the ERP you want to keep and design a tailored solution. Feasibility and the integration approach are defined after a technical assessment.

Let’s start with a real request.

In a 20-minute video call, we review an anonymized request and your sales process together: from email to follow-up, not just the PDF.

Put Quoto to the test